A detailed history of Mc Lean Asset Management Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 953 shares of CRM stock, worth $266,353. This represents 0.08% of its overall portfolio holdings.

Number of Shares
953
Previous 915 4.15%
Holding current value
$266,353
Previous $277 Million 12.97%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

BUY
$218.01 - $304.74 $8,284 - $11,580
38 Added 4.15%
953 $241 Million
Q1 2024

Apr 10, 2024

BUY
$251.12 - $316.88 $3,264 - $4,119
13 Added 1.44%
915 $277 Million
Q4 2023

Jan 08, 2024

BUY
$196.25 - $267.25 $177,017 - $241,059
902 New
902 $227 Million
Q4 2021

Jan 14, 2022

SELL
$247.21 - $309.96 $187,632 - $235,259
-759 Closed
0 $0
Q3 2021

Oct 27, 2021

BUY
$237.55 - $285.63 $180,300 - $216,793
759 New
759 $224,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $279B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Mc Lean Asset Management Corp Portfolio

Follow Mc Lean Asset Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Lean Asset Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Mc Lean Asset Management Corp with notifications on news.